Adding notes to Event Data and Notes Section
Adding a note directly in Event Data
In the Event Data view you can add a note to any message by clicking the three dot menu associated with the message and then clicking “add note”.
You can type your note, then click “Create Note” to save it.
Add a note under the “Notes” Section under your Opportunity
In the left hand menu panel you will see the “Notes” option. If you click into here you will see all notes you have written while in “Event Data” and you can write free form notes here as well, check out how below! You can also search your notes to find information with ease.
Click on the “Notes” option in the left hand menu panel.
Click on the “Create a Note” option near the search bar in the middle of the screen.
Write your free form note and click “Create Note” to save it.
Sharing the Notes link with specific folks
You can share the link to the Notes page in an Opportunity with others on your team that you'd like to interview, so they know what questions you have for them ahead of time. You can also share this link with folks who were involved in the incident that you might call on for context during the learning review.
Type in their name into the "Search" box
This will pull up all the "Notes" where their name appears
Share the direct link with them so they can prep for the incident review ahead of time!
